Thanks John

Looking at your investors table
If Bill Gates bought shares in his own name but also in his company name
could these both go in the same table?

The tables I have for investors are

Table 1
Table2ID
First Name
Second Name
Phone No
Mobile
Email

Table 2
Shares held in name of (If company involved)
ATF Trust
ACN

Table 3
Table1ID
Table2ID
Address
City
State
Postcode

I have broken them up like this to avoid doubling up with input. I now need
to bring them together as one so I can relate them to the other two tables.
Is this best done with a table or query?

These are not what I have called the tables.

My Company table has:
Company name
ACN
TFN
Incorp Date
GST reg
Review Date......

My Shares table has:
Number of shares
paid value
percentage held
Share numbers
Certificate Number.....

hank you very much for your time and assistance so far.

nerak




"John W. Vinson" wrote:

On Thu, 23 Oct 2008 18:15:00 -0700, nerak
wrote:

Hi John

Thanks for the explanation, now I know why I kept going round in circles.

This makes sense that I need to get to these three tables

Company
Investor
Shares

However my Investor table would have many double ups if I left it as one
table because some investors have various companies that they hold shares
under as well as under their own name. In other words I need to break the
investor table into a few tables and bring them back as one. What is the best
way to deal with this? I would think a few tables then a query, is this
correct or am I on the wrong track again?

I'm no expert in brokerages, but I would guess that each stock has an owner of
record - which might be an individual, or a company; but only one owner...
right?

What you probably need is a "family relationships" structure linked to
Investor. I'm groping in the dark here and may not be accurately modeling the
real world situation, but I can imagine an InvestorRelationships table. For
example you might have

Investors
123 Bill Gates
234 Microsoft Corp.
456 Gates Foundation


and a table linking these to one another:

InvestorRelationships

FromID ToID Relationship
123 234 Employee
123 456 Trustee
234 456 Donor

--

John W. Vinson [MVP]